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BSCN

Invesco BulletShares 2023 Corporate Bond ETF
BSCN

Delisted

BSCN was delisted on the 15th of December, 2023.

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254 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2023 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 128 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 57

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

11% more capital invested

Capital invested by funds: $1.04B → $1.15B (+$114M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 260 → 254 (-6)

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
4.46%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
26
Increased
128
Reduced
57
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$61.7M
2
HPC
HM Payson & Co
Maine
+$13.4M
3
Morgan Stanley
Morgan Stanley
New York
+$9.83M
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
+$6.44M
5
SFG
SNS Financial Group
Minnesota
+$6.15M

Top Sellers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
-$28.8M
2
KAS
Kestra Advisory Services
Texas
-$11.4M
3
BCM
Brookstone Capital Management
Illinois
-$10.1M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$5.03M
5
OMC
Old Mission Capital
Illinois
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
101
American Institute for Advanced Investment Management
Arizona
$1.75M +$278K +12,725 +19%
BFA
102
Benedict Financial Advisors
Georgia
$1.74M +$464K +21,245 +36%
CCG
103
Cypress Capital Group
Florida
$1.71M +$76.7K +3,513 +5%
FAM
104
Flaharty Asset Management
Florida
$1.71M -$127K -5,825 -7%
WIC
105
Whitegate Investment Counselors
New Hampshire
$1.71M +$345K +15,825 +25%
CB
106
Commerce Bank
Missouri
$1.69M – – –
ACM
107
AlphaStar Capital Management
North Carolina
$1.57M +$88.5K +4,054 +6%
CAN
108
Cetera Advisor Networks
California
$1.45M +$540K +24,765 +59%
FCB
109
First Command Bank
Texas
$1.38M -$47.7K -2,185 -3%
FCFS
110
First Command Financial Services
Texas
$1.38M -$47.7K -2,185 -3%
FFIC
111
First Fiduciary Investment Counsel
Ohio
$1.37M +$693K +31,740 +102%
HWAM
112
Hennion & Walsh Asset Management
New Jersey
$1.3M +$1.31M +59,921 New
BAM
113
Banta Asset Management
California
$1.27M +$1.27M +58,275 New
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$1.22M +$1.22M +55,915 New
WI
115
Wintrust Investments
Illinois
$1.2M -$32.7K -1,500 -3%
SWP
116
Stratos Wealth Partners
Ohio
$1.16M +$30.6K +1,400 +3%
NA
117
NewEdge Advisors
Louisiana
$1.16M +$50.7K +2,324 +5%
FA
118
FMA Advisory
Pennsylvania
$1.13M +$449K +20,559 +66%
HH
119
Hilltop Holdings
Texas
$1.11M -$153K -7,029 -12%
IWP
120
Insight Wealth Partners
Texas
$1.09M – – –
FANJ
121
Financial Architects (New Jersey)
New Jersey
$1.06M +$478K +21,915 +81%
NF
122
Nikulski Financial
Iowa
$1.04M +$445K +20,413 +74%
RIS
123
Retirement Income Solutions
Michigan
$1.04M – – –
RA
124
RFG Advisory
Alabama
$1.01M -$3.25K -149 -0.3%
AUB
125
Atlantic Union Bankshares
Virginia
$1.01M +$143K +6,558 +17%
3 4
5
6 7

BSCN Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2023 Corporate Bond ETF (BSCN) for Q1 2021, worth a combined $1.15B — up 11% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of BSCN and 26 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 128 added.

The largest buyer was Lido Advisors, adding an estimated $61.7M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $28.8M sold.

  • 254 institutional investors held Invesco BulletShares 2023 Corporate Bond ETF (BSCN) as of Q1 2021, down from 260 in Q4 2020.
  • Funds reported $1.15B of Invesco BulletShares 2023 Corporate Bond ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2023 Corporate Bond ETF positions in Q1 2021 and 27 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF buyer in Q1 2021 was Lido Advisors, an estimated $61.7M added.
  • The largest Invesco BulletShares 2023 Corporate Bond ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2021.